Financial Planning Associate
Financial Planner Recruiting, LLCDetroit, Michigan, United States
Posted January 17, 2026
80000 - 130000 USD year
Full Time
About the Company
Our client is a rapidly growing wealth management firm located in Greater Detroit, MI.
Job Description
Our client is a rapidly growing wealth management firm located in Greater Detroit, MI, seeking a Financial Planning Associate to join their team. The role supports advisors by managing client meetings, data, and follow-up tasks.
Requirements
- Prepare deliverables for client/prospect meetings
- Schedule client meetings and handle related preparation and follow-up
- Attend client meetings, take notes, and track tasks in Salesforce
- Maintain client data and populate Know Your Client (KYC) and financial planning information
- Assist with proposing trades, executing transactions, and portfolio monitoring
- Adhere to workflows and tools like Salesforce, Tamarac, and RightCapital
- Review quarterly billing and reporting for accuracy
- Manage client onboarding and offboarding processes
- Support year-end/tax tasks: 1099s, cost basis, contributions, RMD tracking
- Communicate with professionalism and empathy in all client interactions
Benefits
- 401k with match
- PTO policy: 15 days off in the first 12 months of employment, and then unlimited PTO policy going forward
- NYSE holiday calendar (10 days) and close the office for an extra day around July 4th and the day after Thanksgiving
- Parental leave policy is 3 months paid